Edit Mode Basics
What is Edit Mode?
When you’re logged in with the appropriate permissions, you’ll see additional controls on your booking page that allow you to:
-
Change colors and branding
-
Upload images (hero, logo, profile photos)
-
Edit practitioner profiles
-
Manage services and categories
-
Configure booking settings
-
Add or remove team members
Patients never see edit controls. They only appear when you're logged in as an administrator.
Who Can Access Edit Mode?
| Booking Mode | Who Can Edit |
|---|---|
| Office Priority | Office administrators (user type 3) |
| Practitioner Priority | The practitioner themselves |
Office Administrator
You’re an office administrator if you’re linked to the office with User Type 3 in OutSmart. Office admins can:
- Customize office branding (colors, logo, hero image)
- Manage which practitioners appear on the booking page
- Configure office-level booking settings
- Edit service categories and ordering
Practitioner (Own Page)
When you access your own practitioner priority booking page, you can:
- Customize your personal branding
- Edit your profile information
- Upload your profile photo
- Manage your services and settings
Edit Controls Overview
When in edit mode, look for these visual indicators:
Settings Button (Gear Icon)
Located in the header area, the settings button opens a dropdown with options for:
- Primary Color - Main brand color
- Tag Color - Secondary color for badges
- Price Display - Show/hide service prices
- Account Settings - Login requirements
- Questionnaire - Pre-booking questions
- Custom Subdomain - Your booking handle
Camera Icons
Camera icons appear on images you can change:
- Hero image (top banner)
- Office logo (clinic card)
- Profile photos (practitioner images)
Click the camera icon to open the image editor.
Pencil Icons
Pencil icons appear next to editable text:
- Practitioner profiles - Edit name, bio, credentials
- Office profile - Edit address, contact info
- Social media - Edit social links
- Service details - Edit title, description, duration
Add/Remove Controls
In the sidebar and service areas:
- Dropdown menus to add practitioners or services
- X buttons to remove items
- Drag handles to reorder items
Common Edit Mode Tasks
Quick Color Change
- Click the Settings icon (gear) in the header
- Find Primary Color
- Click a preset color or enter a custom hex code
- The page updates immediately
Upload a Hero Image
- Hover over the hero image area
- Click the camera icon that appears
- Select an image file from your computer
- Crop the image to the correct aspect ratio (16:9)
- Click Save Image
Edit a Profile
- Find the practitioner card or profile section
- Click the pencil icon
- Edit the fields in the popup modal
- Click Save
Add a Practitioner to Online Booking
- Go to the Our Team tab in the sidebar
- Use the Add to Online Booking dropdown
- Select a practitioner
- They appear in the team list immediately
Save BehaviorMost changes save automatically when you make them. You don’t need to click a “Save Page” button.
| Change Type | Save Behavior |
|---|---|
| Colors | Saves immediately |
| Images | Saves when you click “Save Image” |
| Text edits | Saves when you click “Save” in the modal |
| Drag-and-drop | Saves automatically when you drop |
| Toggle settings | Saves immediately |
Exiting Edit Mode
You don’t need to explicitly exit edit mode. Simply:
- Log out of OutSmart
- Close the browser tab
- Navigate away from the page
To see the page as patients see it:
- Open an incognito/private window
- Visit your booking URL
- You’ll see the public view without edit controls
Edit Mode Permissions by Area
Office Priority Mode
| Area | Who Can Edit |
|---|---|
| Office branding (colors, hero image) | Office admins |
| Office logo | Office admins |
| Office profile (name, address) | Office admins |
| Practitioner list | Office admins |
| Practitioner images (override) | Office admins |
| Service categories | Office admins |
| Booking settings | Office admins |
Practitioner Priority Mode
| Area | Who Can Edit |
|---|---|
| Personal branding (colors, hero image) | The practitioner |
| Profile photo | The practitioner |
| Profile details (bio, credentials) | The practitioner |
| Service categories | The practitioner |
| Booking settings | The practitioner |
Tips for Effective Editing
Preview as You Go
Changes appear immediately on the page. Take advantage of this to:
- Test different colors before committing
- See how images look before uploading
- Check mobile responsiveness by resizing your browser
Use Incognito for Testing
After making changes, open an incognito window to see exactly what patients see.
Don’t Forget Mobile
Many patients book from phones. Periodically check your page on a mobile device to ensure:
- Text is readable
- Images display correctly
- Buttons are easy to tap
Next Steps
Now that you understand edit mode:
- Branding Overview - Customize colors and images
- Services Overview - Manage your services
- Team Overview - Configure your team